| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cornerstone Advisors, Inc. | 2,001 | 62,000 | 65.26% | ||
| 2 | Evercore Wealth Management, LLC | 1,084 | 33,000 | 34.74% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
